River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 4, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 217
- +12 vs. Q1 2026
- Portfolio value
- $955.7M
- +$85.0M (+9.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ETNEaton Corp plc | Stock | 37,334 | $15.9M | 1.7% | +20+0.1% | Added | History |
| VVisa Inc. | Stock | 53,928 | $18.5M | 1.9% | +360+0.7% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 224,173 | $18.6M | 1.9% | +14,974+7.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 92,713 | $22.1M | 2.3% | +4,706+5.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 69,572 | $22.8M | 2.4% | +448+0.6% | Added | History |
| LRCXLam Research Corp | Stock | 55,083 | $23.9M | 2.5% | +4,805+9.6% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 80,655 | $24.2M | 2.5% | −2,358−2.8% | Reduced | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 238,819 | $25.7M | 2.7% | +1,683+0.7% | Added | – |
| iShares Tr46434V290 | US SML CAP EQT | 315,394 | $28.1M | 2.9% | −2,580−0.8% | Reduced | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 309,168 | $28.9M | 3.0% | −5,022−1.6% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 346,676 | $29.0M | 3.0% | +18,907+5.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 88,060 | $32.8M | 3.4% | +3,755+4.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 47,211 | $35.4M | 3.7% | −238−0.5% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 104,472 | $37.3M | 3.9% | +2,600+2.6% | Added | History |
| NVDANVIDIA Corp | Stock | 224,298 | $44.9M | 4.7% | +6,519+3.0% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 463,864 | $51.2M | 5.4% | +13,704+3.0% | Added | – |
| AAPLApple Inc. | Stock | 188,343 | $54.5M | 5.7% | +3,830+2.1% | Added | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 32,804 | $6.12M | 0.7% | History |
| HONHoneywell International Inc | COM | 5,481 | $1.24M | 0.1% | History |
| IAUiShares Gold Trust | ETF | 2,555 | $225.2K | <0.1% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 479 | $220.8K | <0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 1,397 | $204.4K | <0.1% | History |